Our Team

Rick Rosenberg      President, Chief Investment Officer

With over 30 years of experience in the financial services industry, Rick Rosenberg has built a practice based on high level of professionalism, service, and trust.  Rick started his career covering institutional fixed income accounts at Morgan Stanley, and later, Goldman Sachs.  He spent over a decade as a proprietary off-the-floor equity trader at the Chicago Board Options Exchange, and began his career in financial planning in 2002.

Rick's mission is to safely manage and grow client assets in a prudent and disciplined manner.  Rick is an advisor focusing on the need of retirees and those approaching retirement.  He prefers to call what he does longevity planning, viewing retirement not as the end destination but as a mile marker in our life journey.

Rick received an MBA in finance from Kellogg School of Management, Northwestern University, and an undergraduate degree in economics from University of Wisconsin.

He and his wife, Agneta, and their golden retriever Milo, are long time residents of the Lincoln Park neighborhood of Chicago.  They have two grown children, Alex and Sarah.  In his spare time Rick enjoys reading history, listening to classical music, and following college football - especially the Wisconsin Badgers.